We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

1,508 hedge funds and large institutions have $28.8B invested in State Street Health Care Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 570 increasing their positions, 594 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 72.97%73.31% (+0.35%)

4% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 594

6% less funds holding

Funds holding: 1,6061,508 (-98)

9% less capital invested

Capital invested by funds: $31.5B → $28.8B (-$2.73B)

22% less funds holding in top 10

Funds holding in top 10: 158123 (-35)

30% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $1.81B

34% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 174

Holders
1,508
Holders Change
-98
Holders Change %
-6.1%
% of All Funds
24.03%
Holding in Top 10
123
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-22.15%
% of All Funds
1.96%
New
115
Increased
570
Reduced
594
Closed
174
Calls
$1.27B
Puts
$1.81B
Net Calls
-$534M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.81B +$532M +4,069,655 +10%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.14B -$189M -1,443,660 -8%
Morgan Stanley
3
Morgan Stanley
New York
$1.64B -$520M -3,977,586 -24%
Wells Fargo
4
Wells Fargo
California
$1.02B -$34.6M -264,845 -3%
LPL Financial
5
LPL Financial
California
$845M -$85.5M -654,554 -9%
NAM
6
Nissay Asset Management
Japan
$743M +$346M +2,648,649 +86%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$731M -$39.5M -302,661 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$727M +$550M +4,214,000 +300%
RJA
9
Raymond James & Associates
Florida
$608M -$26.5M -203,102 -4%
Goldman Sachs
10
Goldman Sachs
New York
$561M -$6.91M -52,906 -1%
UBS Group
11
UBS Group
Switzerland
$539M -$30.4M -232,833 -5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$529M -$47.4M -363,178 -8%
Truist Financial
13
Truist Financial
North Carolina
$477M -$64.6M -494,660 -12%
MMH
14
Menora Mivtachim Holdings
Israel
$453M +$457M +3,502,075 New
Ameriprise
15
Ameriprise
Minnesota
$422M -$5.84M -44,710 -1%
WA
16
WestEnd Advisors
North Carolina
$365M -$406M -3,110,138 Closed
Bessemer Group
17
Bessemer Group
New Jersey
$329M -$53.5M -409,862 -14%
CM
18
Churchill Management
California
$324M +$15.7M +120,289 +5%
Millennium Management
19
Millennium Management
New York
$305M +$122M +932,558 +66%
HIIFS
20
Harel Insurance Investments & Financial Services
Israel
$266M -$66.8M -511,579 -20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$263M -$37.7M -288,451 -12%
PF
22
Phoenix Financial
Israel
$246M -$165M -1,259,556 -40%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$223M +$149M +1,144,250 +198%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$200M +$2.14M +16,378 +1%
MIH
25
Meitav Investment House
Israel
$186M -$86.8M -664,766 -32%

XLV Hedge Fund Activity: Q1 2023 in Review

1,508 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2023, worth a combined $28.8B — down 8.6% from $31.5B a quarter earlier.

Sellers outnumbered buyers: 174 funds closed out of XLV and 115 opened new positions — a net loss of 59 holders — while 594 trimmed existing stakes and 570 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $550M. The largest seller was Morgan Stanley, cutting an estimated $520M.

  • 1,508 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2023, down from 1,606 in Q4 2022.
  • Funds reported $28.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2023, down 8.6% quarter-over-quarter.
  • 115 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2023 and 174 closed out, a net change of -59 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2023 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $550M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2023 was Morgan Stanley, an estimated $520M sold.

Based on aggregated 13F filings for Q1 2023.